LeadConnector + LeadSimple
Update leads in LeadSimple whenever pipeline stages change in LeadConnector
When a lead's status shifts within LeadConnector, this workflow immediately creates a corresponding entry in LeadSimple. This ensures that your sales pipeline stays in-sync and accurate, saving valuable time and reducing the potential for overlooked leads. Use this automation to keep your customer management process streamlined and efficient while remaining focused on closing deals.
When a lead's status shifts within LeadConnector, this workflow immediately creates a corresponding entry in LeadSimple. This ensures that your sales pipeline stays in-sync and accurate, saving valuable time and reducing the potential for overlooked leads. Use this automation to keep your customer management process streamlined and efficient while remaining focused on closing deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Call Completed
Triggers when a new call is completed.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Lead Changes Pipeline
Triggers when a lead changes pipelines.
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